Salesforce Financial-Services-Cloud Exam Success

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NEW QUESTION 37
What item appears in a user’s My Unresolved items after synchronization (2 answers)

  • A. Emails not associated to a record
  • B. Note not associated to a record
  • C. Contacts not assigned to an account
  • D. Cases not assigned to a contact

Answer: C,D

 

NEW QUESTION 38
Which feature in Financial Services Cloud helps businesses identify, track, and route customer needs?

  • A. Lightning App Builder
  • B. Relationship Builder and Map
  • C. Surveys
  • D. Intelligent Needs-Based Referrals

Answer: D

 

NEW QUESTION 39
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?

  • A. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
  • B. Enable ‘Individual to Person Account Migration’ in Custom Settings.
  • C. Ensure Person Accounts is enabled on the org
  • D. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
  • E. Configure your Person Account record types m the Indrvidual Record Type Mapper.

Answer: A,C,E

 

NEW QUESTION 40
……

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